+246.2%
DHI vs ZS
+498.3%
-252.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.6% |
| 7D | -3.4% | -3.1% | -0.3% | -3.0% |
| 30D | -5.4% | -7.2% | +1.8% | -4.7% |
| 3M | -10.4% | +30.5% | -40.9% | -13.9% |
| 6M | -2.8% | +7.0% | -9.7% | -5.9% |
| YTD | -3.4% | -26.8% | +23.4% | -1.8% |
| 1Y | -22.9% | -42.6% | +19.7% | -19.0% |
| 3Y | +20.7% | -0.3% | +21.0% | +13.2% |
| 5Y | +62.1% | -39.2% | +101.3% | +55.0% |
| All | +246.2% | +498.3% | -252.1% | +157.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling